ESDS Software Solution FY26 Annual Report: PAT Doubles

ESDS Software Solution FY26 annual report reveals 30% revenue growth, doubled PAT, and a massive $1.25B NVIDIA GPU contract in Australia.

Financial Growth and Earnings Overview

ESDS Software Solution Limited has released its 21st Annual Report for FY26, showcasing significant financial growth across core metrics. Consolidated revenue reached ₹4,722.10 million, marking a 30.68% increase from the previous year.

Revenue from operations rose to ₹4,722.10 million from ₹3,613.35 million.
Profit After Tax more than doubled, jumping 117.26% to ₹1,208.23 million.
EBITDA increased by 51.23% to ₹2,342.34 million.

The company reported basic earnings per share of ₹12.03 for the fiscal year. International revenue now accounts for 25.51% of total consolidated revenue.

Strategic Infrastructure Expansion and Deals

A major highlight for ESDS is a newly signed AI cloud infrastructure agreement in Australia. The contract involves a dedicated cluster of approximately 8,208 NVIDIA B300 GPUs.

Total contract value is roughly $1,250 million over a five-year initial term.
Revenue generation from this agreement is projected to begin in FY27.
The company successfully completed an IPO post-year-end, raising ₹7,200 million.

ESDS expanded its customer base to 2,501 during the fiscal year. The company’s 21st Annual General Meeting is scheduled for November 30, 2026.